Use these templates to manage security awareness, threat reporting, and policy
governance requests. Provide employees with structured intake forms for reporting threats and
requesting policy exceptions, ensuring consistent data capture and auditable fulfillment
workflows for your security and compliance teams.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
Request Policy Exception Deploy this template to provide employees with a standardized way to request a policy exception.
Request Security Policy Exception Deploy this template to provide employees with a standardized way to request an exception to a security policy.
Report Phishing Email Deploy this template to provide employees with a standardized way to report suspicious or phishing emails.
Report a Security Vulnerability Deploy this template to provide employees with a standardized way to report security vulnerabilities.
Enroll User in Security Training Deploy this template to provide employees with a standardized way to request enrollment in a security training program.
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